-1.05%
-2.27%
-6.64%
-11.82%
6.78%
-17.81%
15.69%
AI Spotlight on MMB
Company Description
Lagardere SA engages in content publishing, production, broadcasting, and distribution businesses worldwide.It operates through two divisions: Lagardère Publishing, and Lagardère Travel Retail.The Lagardère Publishing division includes book publishing and e-publishing businesses, which cover the areas of education, general literature, illustrated books, partworks, dictionaries, youth works, mobile games, board games, and distribution in English, French, and Spanish languages.
The Lagardère Travel Retail division is involved in retail activities in transit hubs and concessions in travel essentials, duty free and fashion, and food services fields.As of December 31, 2021, this segment operated 2,928 stores under its own international store names, such as Relay, Hubiz, 1Minute, Hub Convenience, Discover, Tech2go, Aelia Duty Free, The Fashion Gallery, The Fashion Place, Eye Love, So Chocolate, Bread&Co., Hello!, So! Coffee, Trib's, Vino Volo, Natoo, etc., as well as store names with a local identity comprising BuY Paris Duty Free, Casa Del Gusto, and The Belgian Chocolate House.It also operates stores under franchises or licenses, with retail partners that include TripAdvisor, Fnac, iStore, Marks & Spencer, Hermès, Victoria's Secret, Nespresso, Costa Coffee, Burger King, Dean & Deluca, Eric Kayser, and Paul.
In addition, the company engages in the sale of advertising space, magazine circulation, and television broadcasting services; produces concerts and shows; manages entertainment venues; and provides licensing and digital services.Further, it operates radio stations under the Europe 1, Virgin Radio, and RFM names; publishes magazine under the Paris Match name and weekly newspaper under the Le Journal du Dimanche name; and offers a global media imprint under the Elle name.The company was formerly known as Lagardère SCA and changed its name to Lagardere SA in June 2021.
The company was founded in 1826 and is headquartered in Paris, France.
Market Data
| Last Price | 19.84 |
| Change Percentage | -1.05% |
| Open | 20.05 |
| Previous Close | 20.05 |
| Market Cap ( Millions) | 2792 |
| Volume | 8080 |
| Year High | 23 |
| Year Low | 18.44 |
| M A 50 | 20.43 |
| M A 200 | 21.4 |
Financial Ratios
| FCF Yield | 30.19% |
| Dividend Yield | 3.28% |
| ROE | 9.84% |
| Debt / Equity | 673.47% |
| Net Debt / EBIDTA | 457.60% |
| Price To Book | 3.63 |
| Price Earnings Ratio | 35.35 |
| Price To FCF | 3.31 |
| Price To sales | 0.32 |
| EV / EBITDA | 7.23 |
News
- Jan -28 - Carrefour and Lagardère to open 150 station food stores by 2030
- Oct -15 - Tackling Beauty’s Travel-retail Conundrum
- Oct -09 - Lagardere SA (LGDDF) (H1 2024) Earnings Call Highlights: Record Revenue and Strategic Investments
- May -22 - Lagardere says it is closing in on sale of Paris Match magazine to LVMH
- Apr -30 - Lagardère CEO Resigns After Being Charged With Embezzlement
- Apr -30 - French publisher Lagardere's CEO quits executive roles due to indictment
- Apr -29 - Vivendi Revenue Rises, Boosted by Strong Growth Across Core Businesses
- Apr -26 - Lagardere SA's Dividend Analysis
- Feb -27 - LVMH in Talks to Buy French Society Magazine Paris Match
- Feb -27 - LVMH Is in Talks to Acquire Paris Match
- Aug -01 - French reporters end an unsuccessful strike against a new editor known as a far-right supporter
- Aug -01 - UPDATE 1-As French paper ends strike, new editor to find 'empty newsroom'
- Jun -28 - French journalists go to war with media tycoon Bollore over ‘far-right’ editor
- Jun -25 - French Sunday newspaper on strike over fears of far-right turn
- Jun -09 - EU antitrust regulators approve Vivendi, Lagardere deal
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Lagardere Travel Retail
Expected Growth : 5 %
What the company do ?
Lagardere Travel Retail, a subsidiary of Lagardere SA, operates travel retail stores in airports, train stations, and other travel hubs, offering a range of products and services to travelers.
Why we expect these perspectives ?
Lagardere Travel Retail's 5% growth is driven by increasing passenger traffic, expansion into new markets, and strategic partnerships. The segment benefits from growing demand for travel retail, particularly in Asia. Additionally, the company's focus on digitalization, omnichannel experiences, and loyalty programs enhances customer engagement, driving sales growth.
Segment n°2 -> Lagardere Publishing
Expected Growth : 7 %
What the company do ?
Lagardere Publishing is a global book publishing division of Lagardere SA, a French multinational company, operating in 25 countries with notable imprints like Hachette Book Group.
Why we expect these perspectives ?
Lagardere Publishing's 7% growth is driven by increasing demand for digital books, strategic acquisitions, and expansion into new markets. The segment benefits from a diversified portfolio of bestselling authors, strong e-book sales, and a growing presence in the education sector. Additionally, the company's focus on operational efficiency and cost savings initiatives contribute to its growth momentum.
Segment n°3 -> Other
Expected Growth : 4 %
What the company do ?
The 'Other' segment from Lagardere SA includes various businesses such as distribution of culture, entertainment, and sports products, and management of sports clubs.
Why we expect these perspectives ?
Lagardere SA's 'Other' segment growth is driven by increasing demand for travel retail, expansion of airport concessions, and strategic partnerships. Additionally, the company's focus on digital transformation, cost optimization, and geographic diversification also contribute to its growth.
Lagardere Sa Products
| Product Range | What is it ? |
|---|---|
| Travel Retail | Lagardere Travel Retail is a global leader in the travel retail industry, operating a network of stores in airports, train stations, and other travel hubs. |
| Publishing | Lagardere Publishing is a major player in the global publishing industry, with a portfolio of iconic brands and imprints. |
| Sports and Entertainment | Lagardere Sports and Entertainment is a global leader in the sports and entertainment industry, with a portfolio of iconic brands and events. |
| Distribution and Services | Lagardere Distribution and Services provides a range of logistics, transportation, and supply chain management services. |
Lagardere SA's Porter Forces
Threat Of Substitutes
The threat of substitutes for Lagardere SA is medium due to the presence of alternative media and entertainment options, but the company's diversified portfolio and strong brand recognition mitigate this threat.
Bargaining Power Of Customers
The bargaining power of customers is low for Lagardere SA, as the company operates in a niche market with a loyal customer base, and its products and services are not easily substitutable.
Bargaining Power Of Suppliers
The bargaining power of suppliers is medium for Lagardere SA, as the company relies on a diverse range of suppliers, but some suppliers may have significant bargaining power due to their size and importance.
Threat Of New Entrants
The threat of new entrants is low for Lagardere SA, as the company operates in a highly regulated industry with significant barriers to entry, and new entrants would face significant challenges in replicating the company's brand recognition and market share.
Intensity Of Rivalry
The intensity of rivalry is high for Lagardere SA, as the company operates in a highly competitive industry with several large and established players, and the company must continually innovate and adapt to changing market conditions to maintain its market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 78.17% |
| Debt Cost | 5.30% |
| Equity Weight | 21.83% |
| Equity Cost | 9.33% |
| WACC | 6.18% |
| Leverage | 358.18% |
Lagardere SA : Quality Control
Lagardere SA passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| TUI1.DE | TUI AG, together with its subsidiaries, provides tourism services worldwide. It operates hotels and resorts under the Robinson, Riu, TUI Blue, Blue Diamond, TUI Suneo, and TUI Magic Life brands. … |
| NXT.L | NEXT plc engages in the retail of clothing, footwear, and home products in the United Kingdom, rest of Europe, the Middle East, Asia, and internationally. The company operates through NEXT … |
| TNL | Travel + Leisure Co., together with its subsidiaries, provides hospitality services and products in the United States and internationally. The company operates in two segments, Vacation Ownership; and Travel and … |
| RBW.WA | Rainbow Tours S.A. operates as a tour operator and travel agent in Poland, the Czech Republic, Slovakia, Lithuania, Belarus, and Ukraine. The company was founded in 1990 and is headquartered … |
| RDW.L | Redrow plc focuses on housebuilding activities in the United Kingdom. The company acquires land; and develops and sells residential housing properties. Redrow plc was founded in 1974 and is based … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Redrow
A-Score
1-Year Total Return ->
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Rainbow Tours
A-Score
1-Year Total Return ->
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Travel + Leisure
A-Score
1-Year Total Return ->
4
NEXT
A-Score
1-Year Total Return ->
5
Lagardere
A-Score
1-Year Total Return ->
6
